Using the Dashboard

The Dashboard is your home screen and the first page you see after signing in. It gives you a live overview of what is happening across your account so you can decide where to focus.

What you'll see

• Key numbers for the day, such as calls placed, calls connected, and appointments booked.
• Recent activity from your campaigns and agents.
• Quick links to the areas you use most.

Common tasks

1. Open the Dashboard from the top of the left navigation (it is the Home item).
2. Use the date or location selector, when shown, to change the time range or switch which location you are viewing.
3. Click any summary card to jump to the full page for that area, such as Campaigns or Calls.

Tips

• If the numbers look empty, make sure you have an active campaign and that your calling hours allow dialing right now.
• Switch locations using the location selector at the top if you manage more than one location; the Dashboard then shows data for that location only.